Sunburst Financial Group, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1800158
VESTAVIA HILLS, AL
Position in BR
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$388,002
-$30,218 QoQ
Shares Held
2,388
+27.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Sunburst Financial Group, LLC holds $1,150,992 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
4,093 | $1,150,992 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $388,002 | 2,388 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $418,220 | 1,874 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $460,144 | 1,932 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $416,067 | 1,712 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $328,290 | 1,354 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $228,576 | 1,011 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $207,503 | 965 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||